Ivory Jerome Johnson

CFP · ChFC

Consolidated Portfolio Review CORP

32 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Consolidated Portfolio Review CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

4,821 clients

Average Client Portfolio

$269K average

Assets Under Management

$1.3B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Ivory is a CNBC contributor, real estate owner, owner of Delancey Wealth Management, treasurer of Epsilon Boule, and author for the Journal of Financial Planning. Ivory also sells long-term care (LTC) and indexed universal life (IUL) insurance policies through Meritage Wealth Insurance Advisors, dedicating a few hours per week to this activity.